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Portfolio (Quarterly) Guide ↗

SMITHBRIDGE ASSET MANAGEMENT INC/DE

· CIK 0001103245
13F Portfolio $734M AUM 188 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 188 New
Page 6 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VCSH VANGUARD SCOTTSDALE FDS 14,842.0 $1.2M 0.16% NEW $79.03 -1.7%
102 TXT TEXTRON INC Industrials 12,750.0 $1.2M 0.16% NEW $91.73 -13.1%
103 SCHO SCHWAB STRATEGIC TR 46,113.0 $1.1M 0.15% NEW $24.14 -1.0%
104 MCD MCDONALDS CORP Consumer Cyclical 4,079.0 $1.1M 0.15% NEW $270.31 -8.2%
105 SCHA SCHWAB STRATEGIC TR 30,301.0 $1.1M 0.15% NEW $36.13 -7.4%
106 SUB ISHARES TR 9,992.0 $1.1M 0.14% NEW $106.47 -1.1%
107 UNP UNION PAC CORP Industrials 3,838.0 $1.0M 0.14% NEW $272.00 +2.7%
108 CAT CATERPILLAR INC Industrials 938.0 $999K 0.14% NEW $1064.50 -24.0%
109 GLW CORNING INC Technology 3,800.0 $971K 0.13% NEW $255.43 -41.2%
110 VIG VANGUARD SPECIALIZED FUNDS 4,097.0 $969K 0.13% NEW $236.62 +0.2%
111 VTEB VANGUARD MUN BD FDS 19,145.0 $968K 0.13% NEW $50.58 -4.6%
112 LFST LIFESTANCE HEALTH GROUP INC Healthcare 84,542.0 $905K 0.12% NEW $10.71 +17.4%
113 ZTS ZOETIS INC Healthcare 12,159.0 $874K 0.12% NEW $71.86 -0.6%
114 ETN EATON CORP PLC Industrials 1,766.0 $753K 0.10% NEW $426.12 -0.3%
115 VO VANGUARD INDEX FDS 9,140.0 $736K 0.10% NEW $80.57 -0.7%
116 CWB SPDR SERIES TRUST 6,811.0 $734K 0.10% NEW $107.82 -5.7%
117 BAC BANK OF AMER CORP Financial Services 12,862.0 $733K 0.10% NEW $56.98 +1.3%
118 EPD ENTERPRISE PRODS PARTNERS L 19,300.0 $709K 0.10% NEW $36.76
119 IWN ISHARES TR 3,153.0 $697K 0.10% NEW $221.20 -2.5%
120 SCHM SCHWAB STRATEGIC TR 18,654.0 $688K 0.09% NEW $36.87 -5.5%
Page 6 of 10  ·  188 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.1%
Financial Services 18.6%
Industrials 15.8%
Healthcare 14.0%
Consumer Cyclical 6.6%
Communication Services 4.0%
Consumer Defensive 2.9%
Basic Materials 2.2%
Energy 1.7%
Real Estate 0.2%